Petersen Hastings Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kennewick, WA. Its latest Form ADV filing, dated April 27, 2026, reports $1.6B in regulatory assets under management, 19 employees, 2 offices, and 3,444 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
2 offices
Total Clients
1,309
Primary office
KENNEWICK, WA
8203 W QUINAULT, SUITE 101, KENNEWICK, WA, United States
Top client segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
858
2
HNWI
28.6%
374
3
Pension Plans
4.9%
64
4
Charitable
0.6%
8
5
Corporations
0.4%
5
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 27, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts3,444
10Y AUM Change+$991M (+169.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee69:1
10Y Employee Change+2 (+11.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.